Boston Family Office’s Whole Foods Market Inc WFM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-15,200
| Closed | -$509K | – | 243 |
|
|
2015
Q4 | $509K | Sell |
15,200
-300
| -2% | -$10K | 0.07% | 175 |
|
|
2015
Q3 | $491K | Hold |
15,500
| – | – | 0.07% | 182 |
|
|
2015
Q2 | $611K | Hold |
15,500
| – | – | 0.08% | 184 |
|
|
2015
Q1 | $807K | Hold |
15,500
| – | – | 0.1% | 166 |
|
|
2014
Q4 | $782K | Hold |
15,500
| – | – | 0.1% | 164 |
|
|
2014
Q3 | $591K | Sell |
15,500
-200
| -1% | -$7.63K | 0.08% | 186 |
|
|
2014
Q2 | $606K | Buy |
15,700
+300
| +2% | +$11.6K | 0.08% | 189 |
|
|
2014
Q1 | $781K | Sell |
15,400
-1,800
| -10% | -$91.3K | 0.1% | 164 |
|
|
2013
Q4 | $995K | Hold |
17,200
| – | – | 0.13% | 145 |
|
|
2013
Q3 | $1.01M | Hold |
17,200
| – | – | 0.14% | 140 |
|
|
2013
Q2 | $885K | Buy |
+17,200
| New | +$885K | 0.13% | 142 |
|